Greater Phoenix Area
Finance, analytics and operations professional focused on driving management teams to achieve organization KPI's. My financial experience includes financial performance management, financial analysis, short and long term financial planning, capital budget forecasting and management, operational analysis and fleet management. I have previously managed the organizational pricing function being responsible for pricing strategy, pricing management and managing a profitable portfolio of customers. I have supported process improvement and organizational effectiveness projects as well as being a key member of M&A integration teams.
Reporting to Division VP, responsible for financial strategy and financial performance results of division. • Responsible for division financial results by driving financial, sales and operational KPI’s • Responsible for capex and opex budgeting, management and execution while maintaining profitability and asset return targets • Profit and Loss (P&L) management for division, regional and branch locations • Responsible for managing fleet optimization, pricing strategy, cost controls and revenue management • Short and long term financial planning, drive annual business plan as it relates to revenue forecasting, financial results, headcount, capex and opex. • Report financial results and provide strategic consultation to senior and executive management as well as 30+ division, district and branch level managers in sales and operations
Reporting to CFO, responsible for annual, three and five year financial planning, managing and maintaining the company P&L model, financial reporting and annual business planning. • Manage consolidated business planning and financial reporting for company with 65 markets with 100+ branches and 2400 employees • Manage annual business planning process for 22 internal departments, 4 regional divisions, 2 specialty divisions • Responsible for annual, monthly and ad hoc financial reporting • Ownership over actual forecast model actual updates and forecasting in consolidated financial model including: Capex, FFE and LHI, fleet disposals and P&L updates for internal departments and • Reviewing financial model output and annual consolidated financial rollups for accuracy. • Responsibility overlaps Regional Finance Manager responsibility, continued to manage this responsibility until January, 2024.
Reporting to SVP of Sales and Marketing, responsible for pricing results and pricing management across 4 regions, 55+ markets and 1500 unique items with varied financial yields. Managed two direct reports (Strategic Analysts). Partnered with all levels of sales management including VP, Regional, District, National Account Managers, Business Development Managers and Outside Sales Reps. Partnered with FP&A to align pricing strategy with long and short term financial performance results. • Responsible for driving bottom line results through executing pricing strategy across various pricing segments, regions and market conditions • Develop pricing models to drive rate optimization across list rates, discount rates and contract rates • Develop/Maintain profitability and cost allocation models with inputs/outputs from company level to customer level to unique item level. • Partner with all levels of sales management (VP to sales reps) on financial profitability modeling of new and existing customers, new and existing job level analysis and ad hoc financial modeling to drive strategic decisions • Responsible for partnering with various levels of internal stakeholders to drive pricing strategy (Finance, Marketing, Sales, IT etc.)
Reporting to Sr. Director of Finance (FP&A) responsible for driving organizational financial goals through ongoing financial planning and expense analysis for capital expenses, ground campus operations teams spanning 100 cost centers as well as P&L ownership for multiple P&L categories. • Responsible for financial analysis to support monthly, quarterly, annual and long range (5 year) financial plans • Responsible for ongoing financial analysis to identify trends in expense patterns including seasonality and business cycle patterns in order to properly adjust forecasts to align with operational strategy • Prepare and analyze Profit and Loss (P&L) statements for multiple business units with variance explanations across scenarios including MOM, QOQ, YOY, Annual Operating Plan (future fiscal year budgets) comparisons • As assigned owner of multiple expense lines across multiple divisions, responsible for collaborating with operational leadership to prepare annual budgets in support of preparing Annual Operating Plans • Financial modeling - Developed headcount and expense models to support responsibilities of fixed space rent expenses.
Reporting to Sr. Director, Financial Services Operational Excellence & Process Improvement. Responsible for business strategy development and execution by researching and analyzing complex internal and external organizational, market and industry data. Drove improvements of departmental operational performance KPI's by providing insights into consumer behavior, employee behavior, and management strategy. Key team member on process improvement projects including analyzing present state strategy, develop future state strategy and planning execution of organizational initiatives. Responsible for departmental customer experience, closed loop communication and reporting strategy and driving improvements to customer experience metrics (NPS, Net Promoter Score). • Responsible for developing, maintaining and producing ad hoc/recurring reporting and analysis on key performance indicators • Analysis of operational data including qualitative and quantitative analysis used to identify key operational performance trends and develop operational strategies to improve customer outcomes and achieve organizational objectives • Application of wide variety of analysis methodology including forecasting, statistical analysis, scenario planning, and measuring initiative impact • Lead analyst responsible for managing multi-channel customer feedback loop and developing initiatives to improve customer experience (Net Promoter Score surveys and in-house feedback loop channels). • Data analysis responsibilities included presenting findings and business improvement suggestions requiring distilling complex information into uncomplicated and concise presentations
Reporting to Enrollment Manager, top performing sales rep responsible for individual sales and retention results. • Developed/Implemented enrollment and retention projects to increase team performance objectives including increasing enrollment and retention percentages • Responsible for data analysis on team including research and report enrollment data trends to increase team enrollment objectives • Organized research project designed to analyze areas of opportunity to meet increased FY2010 regional enrollment budgets • Increased awareness of College of Education Programs, Policies and Procedures through leading trainings and creating communication documents • Achieved monthly and bi-annual sales objectives through strategic CRM management